See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,768 | $43,723+91.6% | $121,196-30.9% | $64,186+30.5% |
| Participation rate | 66.7% | 58.3%+8.3pp | 71.7%-5.1pp | 69.6%-2.9pp |
| Annual return | -6.22% | 68.91%-75.1pp | 16.93%-23.2pp | 7.63%-13.9pp |
| Employer contribution / active EE | $0 | $1,296-100.0% | $4,022-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,588 | $2,280+13.5% | $3,344-22.6% | $3,470-25.4% |
| Admin fee / account holder | $2,601 | $3,501-25.7% | $5,019-48.2% | $4,888-46.8% |